The Triodos Sustainable Mixed fund invests in bonds issued by listed companies that achieve superior social, environmental and financial performance. The fund may also invest in government bonds, issued by Western European countries.
Corporate bonds and equities
Our sustainability research team filters out companies according to a series of sustainability criteria and gets into dialogue with these companies. The selection process for the investment universe consists of three steps:
1. Sustainable activities
For the investment universe, we select companies that generate over 50 percent of its revenues from sustainable products or services that contribute to a clean planet, to a healthy life or to protect the climate.
2. Comparison
Companies that do not offer typical sustainable products or services will be analyzed on its performance on environmental, social and corporate governance. The top 50 percent of firms in a particular sector are eligible for an investment.
3. Exclusion criteria
Additionally all selected companies will be filtered according to strict exclusion criteria.
Government bonds
Well-functioning democracies / that are not sanctioned by the UN and that have signed the most important UN conventions.

Positive criteria

For the investment universe, we select companies that generate over 50 percent of its revenues from sustainable products or services that contribute ; to a clean planet, to a healthy life or to protect the climate.

Environment:- non-ratification of the UN Convention on Biological Diversity- non-ratification of the Kyoto Protocol- non-ratification of the Cartagena Protocol on Biosafety- violations of the Biodiversity Convention